PWG
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Portside Wealth Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Portside Wealth Group’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-190,794
Closed -$9.6M – 392
2023
Q3 		$9.6M Buy
190,794
+533
+0.3% +$26.8K 1.81% 7
2023
Q2 		$9.57M Buy
+190,261
New +$9.57M 1.78% 6